See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $96,369 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $34,485 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,559 | $96,403-48.6% | $93,606-47.1% | $77,787-36.3% |
| Participation rate | 97.8% | 87.6%+10.1pp | 75.8%+21.9pp | 73.2%+24.5pp |
| Annual return | 19.74% | 39.36%-19.6pp | 32.76%-13.0pp | 32.57%-12.8pp |
| Employer contribution / active EE | $1,663 | $3,616-54.0% | $2,718-38.8% | $2,504-33.6% |
| Participant deferral / active EE | $4,374 | $5,341-18.1% | $4,069+7.5% | $3,967+10.3% |
| Admin fee / account holder | $105 | $90+17.8% | $7,888-98.7% | $100+5.4% |